new software designed specifically to meet the information tracking
needs of small business. It helps you manage your customer information
more effectively and with less effort so that you can serve customers
even better. So, what can Customer Manager do for you? Consider these
Be more organized
View contact information, customer history, recent
QuickBooks transactions, linked documents, projects, appointments and
to-do’s all on a single screen so it’s in one place and easy to
Works with QuickBooks
to give you a comprehensive view of ALL your customer information
one-click access to both non-financial and financial data for
double entry. Customer Manager automatically transfers changes
to contact information among your QuickBooks Financial Software,
Outlook and Customer Manager.
the benefits of a system that has the familiar ease of
sold separately. QuickBooks Basic, Pro and Premier Editions 2003 and
2004, Microsoft Outlook 98, 2000, 2002 and Outlook Express 5.5 and 6 may
be directly imported into Customer Manager. Other applications may be
imported using a CSV (comma separated value) file or text format.
Easy to set up, learn and use
minutes and you’re up and running
asked questions on every screen
on installation and import time for approximately 1,000 contacts.
Individual user experience may vary.
Attach files to your
Attach relevant document files such as letters,
faxes, e-mails, and spreadsheets to your customer records so everything
you need is in one place.
View and track recent
Save and review all of your customer interactions
from the single screen – including notes, e-mails, letters,
appointments, and more.
Customize data fields
Create custom fields to record and track information
just the way you want it.
Organize and sort your
customer data to suit your needs
Organize your contacts by groups and categories, and
filter and sort your contact list, to-do list, project list, or
customers with one click
Launch an Outlook e-mail or Word letter to a
customer. The name and e-mail address are pre-filled so you don’t have
to enter data twice. Or set-up automated e-mail communications for
thank-you notes, "keep-in-touch" messages, electronic birthday
cards, and more. You specify the type and the schedule and the
appropriate e-mail message will be on your screen the appropriate day.
Send with just one click.
write letter feature requires Microsoft Word 97/2000/2002. The launch
e-mail feature requires a MAPI compliant e-mail client.
Schedule appointments and
link them to customers
Scheduling and linking of appointments helps ensure
you follow through.
Store multiple forms of
Store up to 10 different addresses, phone numbers,
and e-mail addresses per contact.
Track customer projects
Keep all your information (files, notes, etc.) about
a project together on one screen. Link customers and other contact types
(vendors, etc.) to your projects for quick reference.
Shows you pop-up alerts for important to-do’s and
appointments – so nothing slips through the cracks. Include text in an
alert; with one click, that text can be turned into a letter or e-mail